Here are some helpful tips for finding your way around the application.
App Drawer
- Research & Report: Create and manage activities including surveys, power surveys, video discussions, and forums. Touchpoint customers can navigate to Touchpoint activities.
- Audience: Recruit and manage members, manage your community stats and settings, and access Member Hubs.
- Analytics: Analytics customers can navigate directly to key areas of the application: dashboards, crosstabs, and datasets.
- Other: CXM customers can navigate to Actions.
To close the App Drawer, click in an empty part of the page or click the App Drawer again.
You can also use the following functions in your web browser to navigate the application:
- Use the back button to go to a previous page.
- Use the forward button to go to the next page.
- Bookmark application pages you visit frequently. For example, you can add the Community Size Report to your bookmarks so it's easily accessible after you sign in.
Toolbar
To quickly navigate between pages, use the toolbars at the top of the page.
The toolbars at the top change depending on your context:
-
Navigation
toolbar: This toolbar shows you which app you are in. It also lets
you return to the
Alida Apps page, search surveys and reports,
view notifications, access product and account settings, and go to the Alida
Help Center. Click the
App Drawer on the left to navigate to the main
areas of the Alida platform.
- Activity toolbar: This toolbar lets you navigate between the main pages or areas of each app. In the Surveys app, the activity toolbar lets you navigate between an activity's Build, Distribute, Monitor, and Report pages.
- Feature toolbar: This toolbar lets you access the features you can use for the specific product page. For example, the toolbar for the Build tab includes options, such as renaming your activity, managing translations, and previewing your activity.
Activity pages
When you have an activity open, use the activity toolbar to navigate between the different pages. Click Activities to return to the activities list.
| Page | Description |
|---|---|
| Build | Create your activity. |
| Distribute | Share the activity with participants by creating and distributing email invitations or links. |
| Monitor | Monitor participation statistics while your activity is open to participants. |
| Report | Analyze the activity data you collected. |
Search
Search lets you quickly see which survey questions you've asked in the past. From anywhere within the application, you can click the search button in the upper right corner to search all survey results and reports.
For more information, see Search survey results and reports.
Notification
When you perform certain tasks in the application, notifications appear in the notification center. The notifications can inform you about the status of the task with a link to either the downloaded file or a page.
For more information, see Notification center.
Product Settings
Find the following settings in the product settings menu, by clicking the gear icon in the top right corner of the page.
-
Technical Config
Edit technical settings about your community such as changing the email footer or activating sensitive data purge.
-
App Center - App Directory
Access an assortment of third-party applications you can integrate with Alida products.
-
App Center - Installed Apps
See a list of apps already installed and uninstall any unnecessary ones.
-
Application Settings
Use application settings to maintain application preferences on your platform. Enable AI & Machine Learning, Community Engagement rules, and Video Feedback here.
-
Event Log
Download a chronological report of select user actions in the Alida platform, including access to sensitive personal data and changes to member accounts.
-
API
Use the information on the API page and set up credentials to access Alida APIs.
-
Manage Users
Perform administrative tasks such as adding, editing, and deleting users and creating and managing teams.